Share your Smart Assistant with your team — now with an editor role

You could already invite an advisor to see and reply to your Smart Assistant's conversations. Now you can also invite someone as an editor, with permission to configure it alongside you.

Two roles, depending on what you need

From the Share 👥 button in your assistant's admin bar, you choose each invited person's role:

• Editor: edits the identity, knowledge base, opportunities and decision tree, shares the assistant with more people, and also does everything an advisor can. They can't buy extensions, buy tokens, or delete the assistant — that stays yours alone as the owner.
• Advisor: sees and replies to this assistant's conversations and opportunities, without being able to change its configuration (you need the Opportunities extension active to invite advisors).

Where it shows up

The invite reaches the invited person by email, and once accepted the assistant shows up in their account, under Shared With Me — same as it already works for shared websites.

More details in Smart Assistant.